Notes & Tasks On The Conversations Page

Notes & Tasks On The Conversations Page

Software Updates

May 10, 2024 ● 2 min read

Notes & Tasks On The Conversations Page
A small business owner using the CRM to manage client communications can now seamlessly add tasks and notes while engaging in conversations, ensuring all important details are documented and action items are tracked efficiently.
Notes & Tasks On The Conversations Page: This feature provides businesses with a seamless way to organize and track important information without navigating away from their ongoing conversations.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Productivity: Businesses can efficiently add, edit, and manage tasks and notes directly within the Conversations module, streamlining their workflow and saving valuable time.

  • Improved Organization: With the ability to access task and note management alongside ongoing conversations, businesses can stay organized and keep track of important details without switching between multiple screens.

  • Enhanced Collaboration: The integrated notes and task management feature facilitates better collaboration by allowing businesses to easily share task updates and important notes within the CRM system.

⭐️ How To Use Notes & Tasks On The Conversations Page:

  1. Access the “Conversation” Tab from the left navigation menu, then click on the Required contact You can now create notes and tasks directly from the conversations module’s right pane.

  1. Click on Tasks and you can Add/delete Tasks.

  1. To add notes, click on the Notes icon, and then click on the “Add Notes” button.

  1. Undo Delete Option: introducing the ‘Undo Delete’ feature for both tasks and notes, allowing businesses to effortlessly restore accidentally deleted items and prevent data loss.

With this feature, businesses can now streamline their workflow, stay organized, and collaborate more effectively, all within the CRM platform, enhancing productivity and improving overall experience.

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